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General Duties of a Legal Assistant in Probate and Estate Planning Example
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General Duties of a Legal Assistant in Probate and Estate Planning Value assets (date of death and alternate valuation date) Collect information and/or assets for preparation of inventory and tax returns Order public records including birth, death, and marriage certificates Publish appropriate notices to interested persons Locate and notify heirs and devisees of probate proceeding Locate witnesses to will Prepare and maintain a calendar system Answer questions from personal representative, surviving spouse and other interested parties Meet with client and attorney at initial meeting Prepare and transmit necessary papers to transfer/liquidate assets including stock, real estate and motor vehicles Apply for employer identification number and file notices of fiduciary relationship Interpret will provisions Correspond with debtors and creditors to obtain pertinent information Prepare disallowance of claims against the estate and monitor claims including court files Prepare and file claims for insurance proceeds and death benefits Maintain financial records of estate Handle matters re ancillary administrations Draft inventory, arrange for and attend inventory of safe deposit box Draft accountings Draft petitions and orders for partial distribution Arrange for tax releases and payment of taxes Prepare state and federal fiduciary income tax returns Draft federal and state gift tax returns Prepare decedent's final federal and state individual income tax returns Prepare individual income tax returns for beneficiaries Prepare state inheritance tax return and federal estate tax return Prepare preliminary income projection and estimate taxes Prepare and record powers of attorney Draft documents necessary to fund trusts Draft wills, codicils, trust agreements and amendments Prepare tax calculations for various estate plans Collect data for estate planning including current estate plans and assets Draft tax returns for nonprobate estate Review documents and tax returns in connection with an ancillary proceeding Draft distribution schedule and closing documents Assist in audit of tax returns including correspondence, affidavits and statements submitted upon audit Make post-mortem tax planning calculations Draft court documents for guardianships Draft antenuptial agreements Draft federal and state tax returns for conservatorship Draft inventory and accountings for conservatorship Draft court documents for conservatorship